May 1, 2019February 19, 2021Estate Planning, New Jersey, Non-Traditional Couples, Pennsylvania, Trust Planning

Joint Trusts – A Great Planning Opportunity for Non-Traditional Couples and Blended Families

Creating an estate plan for clients who are in non-traditional relationships or […]

February 22, 2019February 19, 2021Estate Planning, Inheritance Tax (相続税）, Pet Trust, Trust Planning, YouTube

You Can Create a Pet Trust – Just Like the One For Choupette

According to multiple news sources, when the creative director and fashion designer Karl […]

March 21, 2018February 22, 2021Estate Administration, First Party Special Needs Trust, Self Settled Special Needs Trust, Special Needs Planning, Special Needs Trust, Supplemental Needs Trust, Third Party Special Needs Trust, Trust Planning

Reasons to set up a 3rd Party Supplemental Needs Trust as an Irrevocable Life Insurance Trust

Recently, I wrote a post explaining the differences between a First Party Special […]

May 3, 2016March 2, 2021Compromise Tax, Estate Tax, Federal Estate Tax, Florida, Inheritance Tax (相続税）, New Jersey, New York, Pennsylvania, Trust Planning, Trusts

Reasons to Value a Trust

Recently I gave a lecture on the valuation of trusts.  While I […]

December 5, 2014March 4, 2021Dynasty Trust, Estate Planning, Estate Tax, Income Tax, Trust Planning, Trustee

Dynasty Trusts Explained

I am frequently asked about the best way to transfer wealth to […]

August 11, 2014December 23, 2020Bond, Federal Estate Tax, Florida, New York, non-resident, Probate, Trust Planning

Non-residents Non-citizens of the US Should Be Careful of How they Invest in American Assets

Many individuals who live outside of America like to purchase real estate […]

March 10, 2014November 18, 2020Commissions, New Jersey, Trust Planning, Trusts

Calculating Trustee Commissions in NJ

From time to time, people ask me how executor’s commissions and trustee’s […]

June 10, 2013November 13, 2020Capital Gains Tax, Grantor Trust, Intentionally Defective Grantor Trust, Irrevocable Trust, Medicaid, Revocable Grantor Trust, Section 121, Trust Planning, Trusts, VA Planning

A Trust can Qualify for a Section 121 Deduction (For Sale of a Personal Residence)

Typically, people take it for granted that there will not be any […]

January 24, 2012March 11, 2021Trust Planning

Setting up Trusts for High Maintenance Children

I was talking with a colleague the other day regarding a trust […]